Financial Zen daily
Raising Your Financial IQ Doesn't Have To Be Boring. Our Blog Makes It Quick, Easy & Fun!
So you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and – high achiever that you are – you want to learn all that you possibly can about smart money management. Then you’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
- Why you should NOT pay off your mortgage (Yes, you read that correctly.)
- The two best ways to save for your kids’ college education
- How to legally avoid taxes with a health savings account
- Why you should ALWAYS be invested no matter what
- How to dig up all the buried free money in your employee benefits
…and so many more. Check out Financial Zen Daily today for a smarter tomorrow!
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AI won’t blow up the world
I went to urgent care yesterday. 🙄 I woke up on Monday with terrible soreness in my middle right back. As a lifter I figured
I’m not good with money… yet…
This weekend, our new block had a block party. About 75 strangers – our new neighbors – all in one place. I walked in and
That Financial Zen Feeling
Speaking from experience, there is nothing like quitting for the LAST TIME! In 37 seconds, I describe the experience Financial Zen is working you towards.
If Gold Is So Great, Why Are They Selling It Instead of Keeping It?
Amanda had a discovery call today with a prospect looking for an “advanced investment strategy. You know, one with alternative investments and hedge funds.” We’ve
My Singular Goal for Q3 2026
Wanna know a secret? I’m scared. No seriously. Last week our team did something a little different at our quarterly planning meeting. We still did
What starting out in the freefall of 2008 taught me
I’m super excited for our Fireside Chat tonight! As a planner, I couldn’t not do a little prep for it, and it turns out to